Organization of the economy over the last decade, and perhaps going farther back, anticipated a weak-dollar recovery as events predictably transpire (or conspire) into the current recessionary trend.
Despite the CFTC's effort to regulate futures, a weak dollar will continue to be a program price-signal to buy energy futures. The support for energy prices is deflatonary, resisting support for the dollar, recovery, and employment.
Indeed, this program trage conspires to continue the accumulation phase of the business cycle despite the mounting regulatory resistance.
Discouraging an asset class from futures contracts is easily circumvented with structured investment vehicles that do not appear on balance sheets. The program not only hides the reward of the intended deflationary effect, but the risk to that reward.
The hidden risk systemically appears as an ontological, cyclical trending that is, nevertheless, deliberately program generated.
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